Insight Investments Corporate Office - Costa Mesa, CA

Project Manager

Job Locations US-CA-Costa Mesa
Job ID
Regular Full-Time


  • Manage the end-to-end PMO work effort, leveraging project management best practices and change management techniques
  • Define and manage project tasks, activities and resource allocation
  • Identify, quantify and track critical success factors and expected project benefits
  • Capture estimates and control time management
  • Actively assess risks and provide mitigation strategies or contingency plans
  • Monitor progress, report status and ensure compliance to governance standards
  • Coordinate with vendors and external project managers to ensure proper communication flow, adherence to budget and timelines
  • Build and maintain relationships with business leaders in the capacity of a trusted advisor
  • Ensure business partners are actively engaged and held accountable for deliverables
  • Keep management well informed of project shifts/escalations and news-worthy events
  • Create/Document and communicate process flows and changes in a manner that transcends all levels of the organization
  • Adopt role of Analyst, subject matter expert and trainer as necessary

Qualifications / Education

  • Minimum 5+ years of experience in process and project management working as part of a project team
  • Excellent verbal and written communication skills
  • Experience with small to large scale project implementations, conversions and data validations, go-live and post project support
  • Solid understanding of project and change management methodologies
  • Familiarity with finance, business, IT operations, and supporting systems
  • Excellent time management, documentation and elicitation skills
  • Highly motivated individual with high level of initiative and an attitude of willingness to help
  • Team player willing to assist others at all levels of the organization
  • Demonstrated analytical approach and problem solving skills
  • Demonstrated ability to direct work across functional teams
  • Proficiency with MS Excel, PowerPoint, Word, Project, Visio
  • Experience in the equipment financing/leasing industry preferred
  • Bachelor’s degree or equivalent years of experience


  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting
  • Ability to exercise strict confidentiality


Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.


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